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Wealth Management Sr Investment Strategist (LO) 4

Company: Wells Fargo Bank
Location: Chapel Hill
Posted on: February 15, 2020

Job Description:

Job Description
Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message.? In order to receive text message invitations, your profile must include a mobile phone number designated as ?Personal Cell? or ?Cellular? in the contact information of your application.At Wells Fargo, we want to satisfy our customers? financial needs and help them succeed financially. We?re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you?ll feel valued and inspired to contribute your unique skills and experience.Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, and both individual and institutional retirement.Wealth Management (WM): Wealth Management business is a leading provider of financial services to high-net worth clients through Wells Fargo Private Bank, and to the affluent segment through partnerships between Wealth Brokerage Services and the Consumer Bank. In Wealth Management, clients are provided with a complete range of solutions to help them manage, preserve and transfer their wealth.Client facing investment professional responsible for developing and implementing investment strategies for a group of individual and philanthropic clients. Manages largest and most complex investment portfolios for investment agency and fiduciary accounts. Individual will have broad investment authority and will invest client assets on a discretionary basis. Will work closely with team members consisting of relationship manager, private banker, fiduciary expert, financial advisor and planning professional. Utilizes an investment consulting approach to execute investment strategies leveraging individual securities (including equities, bonds, ETF?s, real estate, etc.), pooled vehicles, separately managed accounts and alternative investment offerings to maximize returns commensurate with an acceptable level of risk for the client. Manages investments within investment risk guidelines that have been determined by the firm. Highly focused on exceeding the client?s expectations. Individual will have excellent client interaction skills, be able to translate complex investments into understandable solutions, and execute a client and COI communication plan.Motivated individual will expand practice by partnering with internal partners and through managing own referral network. A successful candidate will work closely with Private Bank team members in generating new client relationships and expanding revenue for the office, either through internal or external sources. Working closely with Private Bank team members, the successful candidate will be accountable for prospect identification, client acquisition and for tailoring the delivery of products, services and resources available across Wells Fargo to clients based on their needs.This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Required Qualifications

  • 10+ years of investment management experience

    Desired Qualifications
    • A Masters of Business Administration (MBA)
    • An active Chartered Financial Analyst (CFA) designation

      Other Desired Qualifications
      • Significant experience communicating complex investment consulting strategies with individual and institutional clients, prospects, centers of influence and team members
      • Working knowledge of fiduciary issues/matters relating to investment management/advisory
      • Proven ability to proactively resolve complex client and account problems
      • Effective written, verbal and presentation skills
      • Local market knowledge, relationships and community involvement
      • Proven track record of business development

        Job Expectations
        • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
        • Ability to travel up to 25% of the time

          Street Address
          NC-Wilmington: 6752 Rock Spring Rd - Wilmington, NC
          NC-Raleigh: 150 Fayetteville St - Raleigh, NC


          Disclaimer

          All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

          Relevant military experience is considered for veterans and transitioning service men and women.
          Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo Bank, Chapel Hill , Wealth Management Sr Investment Strategist (LO) 4, Executive , Chapel Hill, North Carolina

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